JuanErickjim avatar

JuanErickjim
🇪🇸 Growth Tech, Software, Other, ETF, and Retail Investor.
6 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Cash Allocation

Range

Highest Cash
March 31, 2023
Lowest Cash
February 9, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
8 instruments
January 6, 2024
Least Diversified
0 instruments
February 2, 2025
Average
7.4 instruments

Most Consistent Holdings

Top 5

avatarMSFT
99.87%
avatarAMZN
99.87%
avatarSPYG
99.87%
avatarGOOG
97.1%
avatarMETA
97.1%

Position Sizing

Analysis

Avg Largest Position
Avg Smallest Position
Size Distribution
Small (<10%)
Medium (10-20%)
Large (>20%)

Market Exposure

Analysis

Highest Exposure
February 9, 2023
Lowest Exposure
March 31, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Technology Services
39.44%
Retail Trade
30.77%
ETFs
20.13%
Electronic Technology
8.33%

Top Countries

Top 5

🇺🇸United States
78.55%

Number of Instruments

Holdings over time

(Since February 8, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
AmazonAmazon (AMZN)
30.77%18.14%99.87%-
MetaMeta (META)
22.37%15.55%97.1%-
SPDR Portfolio S&P 500 Growth ETFSPDR Portfolio S&P 500 Growth ETF (SPYG)
15.76%16.37%99.87%-
AlphabetAlphabet (GOOG)
8.69%8.69%97.1%-
MicrosoftMicrosoft (MSFT)
8.39%10.99%99.87%-
NVIDIANVIDIA (NVDA)
5.36%13.31%58.76%-
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
4.35%13.18%92.18%-
AppleApple (AAPL)
2.98%0%95.21%3/14/2025
Invesco S&P 500 Low VolatilityInvesco S&P 500 Low Volatility (SPLV)
0.02%1.14%1.89%-

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
AmazonAmazon (AMZN)
22.2%25.1%
MetaMeta (META)
13.36%18.33%
SPDR Portfolio S&P 500 Growth ETFSPDR Portfolio S&P 500 Growth ETF (SPYG)
15.88%14.81%
NVIDIANVIDIA (NVDA)
10.62%11.14%
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
13.38%9.88%
AlphabetAlphabet (GOOG)
10.54%9.69%
MicrosoftMicrosoft (MSFT)
12.22%9.33%
AppleApple (AAPL)
1.67%1.63%

Cash Exposure Over Time

Cash Exposure % Over Time